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Below is a list of our US Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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Politics still making the NFIB harder to read.
Tariff worries likely pushing up inflation expectations.
Early signs of improvement, but still depressed.
A lackluster post-election pick-up confidence; inflation worries in check for now.
Services companies see few reasons for cheer in the election result.
Tentative signs of improvement, but still weak.
October's improvement mostly reflects politics.
Weakness in the sector extends well beyond Boeing.
Tight credit still weighing heavily on small companies.
Still consistent with further falls in services inflation.
Still depressed; core goods prices likely to keep falling.
Little to suggest manufacturing is turning a corner.
Punishingly high borrowing costs continuing to weigh on hiring and capex plans.
Manufacturing on course for a fresh slump in Q3.
Headline index surges, but the details still point to weakness.
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